Financial Planning Specialist, Customer Financial Planning, Mid East

Location/Office Policy:

Financial Planning Specialist, Customer Financial Planning, Kildare / Laois /Offaly

Candidate Profile

- Highly motivated, performance‑driven self‑starter who thrives in competitive environments.

- Excellent communicator, skilled in negotiation and challenging mindsets, able to build, influence and manage relationships.

- Results‑focused, comfortable working independently and as part of a team to develop and promote business.

What is the Role:

Customer Financial Planning is a large and growing division of AIB and a key strategic area for development over the coming years. This is an opportunity to join a nationwide network of 135 advisors across AIB. The role may involve covering multiple branches in the geography.

The role holder is expected to have a strong understanding of all Financial Planning products and a moderate knowledge of other AIB product lines. The role holder will have a proven track record in building relationships with customers and stakeholders to generate referrals and convert referrals to meetings.

Key accountabilities:

- Provide complex advice to customers in the Bank’s affluent customer base covering all their financial needs in the areas of Protection, Investment, Savings and Pensions.

- Work with regional and local management to support, enable and ensure the achievement of the Bank’s Customer Financial Planning business and financial goals.

- Develop and manage a portfolio of affluent clients to grow/retain assets under management and generate wealth income through bespoke financial planning advice for personal and business customers.

- Support the development of key staff in assigned Business Centres/Branches in building skills and expertise in identifying and engaging customers with financial planning needs.

- Develop and maintain strong partnerships with colleagues across multiple channels to ensure that the Customer Financial Planning business is appropriately positioned.

What you Will Bring:

- Fully QFA qualified.

- Preferably holder of the CFP (certified financial planning) designation or willingness to undertake upon appointment.

- Demonstrable experience and knowledge of the Financial Planning Advice and Industry.

- Proficient in the use of Microsoft Office.

This role is part of the Fitness & Probity Regime and Individual Accountability Framework, which set out the specific requirements applicable.

Why work for AIB:

We are committed to offering our colleagues choice and flexibility in how we work and live and our hybrid working model enables our people to balance their time between working from home and their designated office, subject to their role, the needs of our customers and business requirements.

Benefits

- Variable Pay

- Employee Assistance Programme

- Family leave options

Please click here for further information about AIB’s PACT – Our Commitment to You.

Key Capabilities

- Customer First: Anticipates customer needs, uses customer insights to build and maintain long‑lasting profitable relationships delivering customer‑centric solutions.

- Instils Trust: Expresses self in a credible and trustworthy manner. Gains confidence of others through honesty, integrity, and authenticity.

- Self‑Aware: Uses a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses. Recognises and reflects on their impact on others.

- Negotiation and Influence: Engages in discussion to reach an agreement and create outcomes, affecting the action, behaviours, or opinions of others.

- Customer Acquisition and Development: Proactively identifies potential customers and builds a healthy pipeline. Converts pipeline, formulating complex customer offerings focusing on tailored needs. Nurtures relationships and builds value to develop and grow customer accounts.

- Relationship Management: Cultivate and maintain long‑lasting profitable customer relationships, business relationships, partnerships and alliances internally, externally and virtually with key stakeholders.

If you are not sure about your suitability based on any aspects of the role advertised, we encourage you to please contact the Recruiter for this role, Mia, at careers@aib.ie for a conversation.

AIB is an equal opportunities employer, and we pride ourselves on being the first bank in Ireland to receive the Investors in Diversity Gold Standard accreditation from the Irish Centre for Diversity. We are committed to providing reasonable accommodations for applicants and employees. Should you have a reasonable accommodation request please email the Talent Acquisition team at careers@aib.ie

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